Collect Better Data
Collect more quality data,
not just the red required fields. Secure
the overlooked and forgotten information.
Increase Selling Time
Instead of spending time manually entering data, give your team hours of additional prospecting and selling.
Maximize CRM ROI
Get your team to actually use the CRM tool
that you pay for, and avoid confusion and
panic when fields are changed.
Accountability outside the office
Productivity in the office
Using a CRM has never been easier
Opportunities, Cases, Tasks, Leads, Accounts...
Let Rollio update anything in your CRM
Secure Your Data
You own your data, and it stays within your
Prompt for Critical Information
Rollio asks your users to update an opportunity
immediately following a meeting. Even better,
Rollio can remind them to make changes to data
that needs to be cleaned up.
Manage Complex CRM Workflows
No more red error messages, and fewer
headaches for your admins. Rollio walks
you through your CRM workflows in seconds.
See Usage and Analyze an Increase
in CRM Adoption & Data
How is this ROI going to boost your sales?
Increase in Sales
OF REPS UPDATE ALL SALES ACTIVITIES
Spent Updating CRM per Rep yearly
6 OUT OF10
MANAGERS SAY THEY HAVE BAD DATA
"Rollio gave our team a level of productivity that we had been aiming for, in such
a simple solution. Along with the productivity, they actually gave us the accountability
of knowing that Salesforce was up-to-date and updated correctly."
CEO @ mindtouch
Anything. Custom fields and objects, opportunities, cases, tasks, notes, leads, and even emails and calendar.
Simple - we handle it for you. After our discovery call, we connect your Salesforce or CRM tool to Rollio. From there, your team can just download it and be good to go. No maintenance necessary.
It’s a mix of Advanced Data Science and magic. Rollio fits into every organization's Salesforce settings, fields, objects, key terms, and even lingo. Plus, Rollio becomes smarter the more you use it, especially as it relates to your team's process and terminology.
Salesforce, SAP, and Microsoft Dynamics just to name a few. But, we’re always looking to connect with more and are happy to share details with you.
Security is our top priority, which is why we don’t permanently or locally store your data. Instead, it is cached in Heroku, a Salesforce.com backed company, that offers 24/7 threat detection and monitoring.